Converting your scattered notes into one central place. 🗒️

Updates is the core feature of Notebird.It's where you keep your notes on the interactions that you're having with yourpeople or the phone calls or the check-ins, all of that information.The notes that are stored about conversations are what we call updates,and that is where you've historically been keeping track in a spreadsheet orGoogle Doc or text messages or email threads that's going to be savedas an update. So let's jump in and let me show you exactly what that is.

So I just had a conversation with Mark and I'll go into his profile here andI'll add an update.And this is where I'm going to save kind of the notes from our conversation.So I found out that he has an upcoming surgery on the, on the 13th,and you can kind of add any other notes that you want in there.And then above that you'll select kind of the update type is what we call it.Um, and I was just doing a, a check-in and that's how I found out.but before I press save on this update, I need to select the update visibility,

which means who is going to be able to see this note and where's it going to bestored based on one of these groups. So this will be, uh,a hospitalization here. I'll click on that.yes you can add this to multiple groups if you'd like. Uh,but for this example I'll just do hospitalization and we'll let you know thatMark will be added to the hospitalization group.So you can see Mark in a list of people that you're caring for with thatcategory as well as who is going to be able to see this note.We wanna be very clear on who on your team is gonna be able to see the notes,the update listed here.You can select the date of when you had that interaction or that conversation,

and then you will press save update.And what that does is that saves your notes into Mark's activityfeed. And so over the course of time,as you and other people on your team are making updates,we are going to organize that chronologically for you here in Mark's activityfeed.So you'll be able to see that care history over the course of time about how youand your team have been caring for and checking in with Mark.This also shows up on the activity feed here at the top,

you'll click on activity. And as you can see,my update shows in the updates feed,which is a realtime feed of all of the updates,updates that are being made by you and the team.So that is core of Note bird are the updates, the notes,the interactions that you're having with your people that have been so scatteredover the years are now centralized into one place.